1. Learn About Pearl and Our Home Performance Report
Watch our Video: Getting Started with Pearl
Solar Installer? Share your warranty and credentials so we can include them in your customer reports for added value.
Review the Sample Home Performance Report
Watch our Video: Appraisal Addendum
Review the Sample Appraisal Addendum
2. Train Your Sales Team ⬅️
Share the Sales Team Reference Guide with each sales team member (and anyone involved in the customer journey!)
Get familiar with our customer-facing flyers and print or download them into your sales presentation tool:
Flyer: Pre-install Sales Flyer
Flyer: Post-Install Leave Behind
Familiarize yourself and your team with: The Pearl SCORE and Pearl's Products
3. Prepare Your Data Set ⬅️
Watch our Video: Submitting Data to Pearl
Review the Data Guide for your type of work
Identify the first set of customers you would like to issue Pearl reports to and make any necessary communications with those customers (check out our email campaigns in the next section!)
Submit your first data sheet to Pearl, we need to map your sheet for seamless data transfer going forward
4. Utilize our Marketing Essentials ⬅️
Watch our Video: Pearl's Marketing Assets for Contractors
Review & incorporate our Website Content & Social Media Assets